KGI: TrueDepth Camera Gives Apple 2.5 Year Lead Over Android Competitors

It will take Apple's Android competitors up to two and a half years to replicate the functionality and user experience of the TrueDepth Camera in the iPhone X, KGI Securities analyst Ming-Chi Kuo told investors in a note shared this morning.

In a previous report, Kuo predicted it would take one to two years for competitors to catch up, but having watched Apple's official technical demonstrations in detail, it's now believed it will take longer to replicate the user experience.

iphonextruedepthcamera 1
The TrueDepth camera will give Apple a solid technological lead throughout 2018 and 2019, leading Kuo to say KGI has "full confidence" in the iPhone's growth prospects in the high-end smartphone market over the next couple of years despite iPhone X constraints in 2017.

KGI Securities has revised its 2017 iPhone X shipping estimates from 40 million to 30 to 35 million units, but Kuo says the firm stands by its "positive outlook" on shipments of future iPhones equipped with the TrueDepth Camera.

Apple's TrueDepth camera system enables its Face ID facial recognition system and other features like advanced face tracking and analysis for Animoji. Rumors suggest the difficulty of manufacturing the TrueDepth camera is what has led to significant iPhone X production issues, severely limiting initial available supply.

Apple's competitors like Samsung and Google will also need to overcome these development and manufacturing hurdles to create a product that's similar to the TrueDepth Camera. Samsung has already released a device with facial recognition capabilities, but it is inferior to Apple's solution as it is limited to 2D tracking making it less secure and easy to fool.

Ming-Chi Kuo previously said that should Apple's TrueDepth camera prove to be popular with consumers, all of the company's future iPhones are likely to adopt the feature.

Top Rated Comments

Amacfa Avatar
45 months ago
Apple is setting the stage for the next decade of what people expect from smartphones.

Much like the original iPhone launch, it took android years to catch up and make truly competitive products.

Same with Touch ID.

No surprise it is happening again.
First with multi-touch (just getting it as smooth as the iPhone took a decade)

Then retina
- Touch-ID
- Secure enclaves that doesn’t expose the private key
- 64 Bit
- Swift/APFS
- CPU design
- GPU design
- Camera and haptics(arguable)
- AR
- And now TrueDepth.

Apple is/was years ahead in all these categories. They have set a tremendous foundation.
Score: 66 Votes (Like | Disagree)
syndalis Avatar
45 months ago
Apple is setting the stage for the next decade of what people expect from smartphones.

Much like the original iPhone launch, it took android years to catch up and make truly competitive products.

Same with Touch ID.

No surprise it is happening again.
Score: 66 Votes (Like | Disagree)
canadianreader Avatar
45 months ago
I am wondering if Mr Kuo isn't paid by Apple..
Score: 59 Votes (Like | Disagree)
lazard Avatar
45 months ago
guess Android manufacturers will have to wait 2 yrs to implement animojis
Score: 47 Votes (Like | Disagree)
Relentless Power Avatar
45 months ago
true, if Apple was able to implement the sensor under the screen, FaceID doesn't exist. They'll scrap FaceID once they get it working.
False. Craig Federighi stated they experimented with Touch ID under the display as a Plan B option, but abandoned the project once Face ID was working as intended. The idea that Face ID was rushed due to Touch ID under the Display was not true. Touch ID is not coming back. Face ID is Apples future.

https://daringfireball.net/2017/09/iphone_x_event_thoughts_and_observations
Score: 33 Votes (Like | Disagree)
J.Wei Avatar
45 months ago
and those fandroids said apple copied facial(photo) recognition from android 4.0 ??
Score: 25 Votes (Like | Disagree)

Top Stories

apple transfer google photos 1

Apple Launches Service for Transferring iCloud Photos and Videos to Google Photos

Wednesday March 3, 2021 12:04 pm PST by
Apple this week introduced a new service that's designed to make it quick and easy for iCloud users to transfer their stored photos and videos to Google Photos. As outlined in an Apple support document, you can go to Apple's privacy website and sign in to see the "Transfer a copy of your data" option. If you select this and go through all the steps, Apple will transfer your iCloud photos and ...
rosetta 2

Rosetta May Be Removed From M1 Macs in Some Regions on macOS 11.3

Tuesday March 2, 2021 5:20 pm PST by
Installing the upcoming macOS 11.3 software update on an M1 Mac may result in Rosetta 2 being removed in one or more regions around the world. In the third beta of macOS 11.3 seeded to developers for testing today, MacRumors contributor Steve Moser uncovered new strings in the beta's code indicating that "Rosetta will be removed upon installing this update." Another new string reads "Rosetta ...
Screen Shot 2021 03 03 at 11

MagSafe Charging Port for iPhone Appears in Apple Patent

Wednesday March 3, 2021 1:30 am PST by
In a newly granted patent, Apple envisions a type of connectivity port using an iteration of its magnetic MagSafe charger to charge an iPhone, potentially paving the way for a future without Lightning. Submitted to the United States Patent and Trademark Office on Tuesday (via Patently Apple), the patent outlines a three-pinned MagSafe charger, similar to the ones found in older MacBook...
Oled iPads and MackBook Pro

OLED 10.9-Inch iPad Rumored for Early 2022, 12.9-Inch iPad Pro and 16-Inch MacBook Pro Could Follow

Thursday March 4, 2021 8:37 pm PST by
Earlier today, DigiTimes shared a preview of an upcoming report claiming that Apple is working on both iPad and Mac notebook models with OLED displays that could launch starting in 2022. The full report from DigiTimes is now available, and it includes several new alleged details about Apple's plans. According to the report, the first of these devices to adopt an OLED display is likely to be...
OLED iPad Pro and MacBook Pro

iPad and MacBook Models With OLED Displays Rumored to Launch in 2022

Thursday March 4, 2021 8:19 am PST by
Apple plans to release new iPad and MacBook models with OLED displays in 2022, according to industry sources cited by Taiwanese supply chain publication DigiTimes. The information was shared in the site's paywalled "Before Going to Press" section, so there are no further details yet, but the full report should be released by tomorrow. Apple has gradually increased its adoption of OLED...
iPad mini pro feature

Sketchy Rumor Claims 'iPad Mini Pro' Launching in Second Half of 2021

Wednesday March 3, 2021 3:04 am PST by
Apple is expected to launch a sixth-generation iPad mini in the first half of 2021, possibly as soon as this March, based on long-standing rumors. However, a new rumor out of Asia that has gained traction in the last 24 hours suggests an "iPad mini Pro" will arrive in the second half of this year. According to a post on Korean blog Naver, whose rumor track record is unknown, the device...
maxresdefault

What's on Your iPhone Home Screen?

Thursday March 4, 2021 10:31 am PST by
Over on our YouTube channel, MacRumors videographer Dan has a new video up where he shares his Home Screen, wallpaper, and all of his current favorite widgets. Subscribe to the MacRumors YouTube channel for more videos. Check out Dan's video to see his setup, and then comment below and show us your own Home Screens. It's always fun to see other peoples' Home Screens, and with widgets and...
apple pencil 3 leak

New Apple Pencil Allegedly Leaks With Glossy Finish and Redesigned Tip

Wednesday March 3, 2021 6:17 am PST by
Images supposedly depicting a third-generation Apple Pencil have been shared on Twitter by the leaker known as "Mr. White." The purported new Apple Pencil appears to share a very similar design to the current, second-generation Apple Pencil, which is shorter than the previous version and charges inductively on the side of an iPad. The updated Apple Pencil appears to have a glossy...
apple watch ecg wrist

Apple Watch ECG Feature Gets Approved in Australia

Wednesday March 3, 2021 2:07 am PST by
The Australian government has approved ECG functionality on the Apple Watch, giving Apple the all-clear to launch the feature for Apple Watch users in the country, according to a regulatory document first spotted by The 8-Bit. Earlier last month, the Apple Watch's irregular heart rhythm notification received approval in Australia, although ECG did not. Irregular heart rhythm is a feature...
PIA23764 RoverNamePlateonMars web

NASA Mars Perseverance Rover Uses Same PowerPC Chipset Found in 1998 G3 iMac

Tuesday March 2, 2021 3:21 am PST by
NASA's Perseverance rover, which recently made history landing on the surface of Mars, is powered by the same processor used in an iMac more than 23 years old. Image Credit: NASA As reported by NewScientist (via Gizmodo), the rover includes the PowerPC 750 processor, the same chip used in the G3 iMac in 1998. The main chipset is the same; however, there are differences between the...